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LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

220 managers (228 13F filers) reported a position in LOB shares at 2026-03-31, 32,640,556 shares in all. 20 filers opened a position and 25 filers sold out during the quarter.

Managers
220
13F filers
228
New
20
Added
83
Reduced
78
Sold out
25
Shares held by filers
32,640,556

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
IFP Advisors, Inc49$1.62K<0.01%-313F-HRTimeline
MAI Capital Management48$1.59K<0.01%+3713F-HRTimeline
Abound Wealth Management40$1.32K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$992<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.28$926<0.01%013F-HRTimeline
Torren Management, LLC19$633<0.01%013F-HRTimeline
Missouri Trust & Investment Co16$529<0.01%013F-HRTimeline
True Wealth Design, LLC14$463<0.01%013F-HRTimeline
Caitong International Asset Management …13$430<0.01%+313F-HRTimeline
SWAN Capital LLC13$427<0.01%-2313F-HRTimeline
Parallel Advisors, LLC5$165<0.01%013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC3$100<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.2$67<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2$66<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1$34<0.01%new13F-HRTimeline
Kilter Group LLC1$34<0.01%new13F-HRTimeline
Freestone Grove Partners LP1$33<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1$33<0.01%new13F-HRTimeline
Covestor Ltd5$00%-1413F-HRTimelineValue filed as zero, left out of ratios.
BESSEMER GROUP INCin group BESSEMER GROUP INC4$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.